Blog

Practical guides on CRM selection, grant management, and relationship tracking.

Grant Management for Nonprofits: A Practical Guide for Small Teams

Whether you make grants or receive them, both sides are relationship-plus-program workflows — and one system should handle them. What breaks in spreadsheets, and what to require instead.

CRM for Universities: Admissions, Scholarships, and Grant Programs in One System

Scholarship committees, seed grants, and admissions pipelines all share the same application-review-award pattern. How departments can run all of it without a central IT project.

CRM for Chambers, Incubators, and Business Associations

Member relationships, programs, and small-business grant funds usually live in three disconnected tools. Here’s what it costs you — and what a connected system looks like.

How to Run a Grant Review Process: Scoring, Committees, and External Reviewers

Rubric design, independent committee scoring, conflict-of-interest handling, and why free external reviewer seats change the logistics of community review panels.

Post-Award Grant Management: Milestones, Compliance, and Reporting

The award letter is the halfway point. Tracking grantee milestones, disbursements, and compliance deadlines so nothing slips after the money moves.

The Best Grant Management Software in 2026 (7 Honest Picks)

Submittable, Fluxx, Blackbaud, Foundant, AmpliFund, ZoomGrants, and ASAI Engage compared — including where each one is genuinely the wrong choice.

The Best CRM for Grant Management: What to Actually Look For

Most CRMs were built for sales teams. Here are the five things that actually matter when your work is grant programs, applications, and awards.

What a CRM Should Do for an Economic Development Organization

How EDOs can track business relationships, incentive programs, and disbursements in one system — without an enterprise implementation.

How Much Does a CRM Cost for a Small Team? (2026 Guide)

Per-seat vs flat-rate pricing, the fees that never appear on pricing pages, and what a 5-person team should actually budget.